Ad is loading...
ANWPX vs JOGIX
ANWPX vs JOGIX Comparison
Open Charts ANWPX vs JOGIX
American Funds New Perspective A
Price$63.39
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
JOHCM Global Select Institutional
Price$11.77
Change+$0.09 (+0.77%)
VolumeN/A
Net Assets29.31M
ANWPX vs JOGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. JOGIX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ANWPX is a StrongBuy and JOGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 145B vs. JOGIX (29.3M). JOGIX pays higher dividends than ANWPX: JOGIX (1.55) vs ANWPX (0.83). ANWPX was incepted earlier than JOGIX: ANWPX (52 years) vs JOGIX (12 years). JOGIX is a more actively managed with annual turnover of: 42.65 vs. ANWPX (17.00). ANWPX has a lower initial minimum investment than JOGIX: ANWPX (250) vs JOGIX (100000). ANWPX annual gain was more profitable for investors over the last year : 15.42 vs. JOGIX (-5.92). ANWPX return over 5 years is better than : 32.08 vs. JOGIX (-22.10).
| ANWPX | JOGIX | ANWPX / JOGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 12 years | - |
| Gain YTD | 2.061 | 2.259 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 29.3M | 494,881% |
| Annual Yield % from dividends | 0.83 | 1.55 | 53% |
| Returns for 1 year | 15.42 | -5.92 | -261% |
| Returns for 3 years | 2.45 | -34.39 | -7% |
| Returns for 5 years | 32.08 | -22.10 | -145% |
| Returns for 10 years | 78.32 | -9.82 | -798% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| KCGIX | 21.38 | 0.24 | +1.14% |
| Knights of Columbus Large Cap Growth I | |||
| FLRAX | 41.06 | 0.38 | +0.93% |
| Nuveen Large Cap Select A | |||
| JCVVX | 24.71 | 0.15 | +0.61% |
| JHancock Classic Value R5 | |||
| WFMDX | 48.31 | 0.17 | +0.35% |
| Allspring Special Mid Cap Value Admin | |||
| FFNTX | 13.05 | 0.04 | +0.31% |
| Fidelity Advisor Asset Manager 40% M | |||